ServiceTitan Software

A big program

Overall I like the customer service that is friendly and ready to help anytime for problems that can arise

Pros

The ability to add prices and services to anything

Cons

It does take a while to create an invoice for service not listed

Useful in our HVAC & Plumbing Industry.

Pros

I've been using ServiceTitan for 1.5 years and counting. In my opinion, it is definitely a robust and aesthetic way of managing your technicians and tracking their productivity. Seems highly customizable in a lot of prompts as well.

Cons

I really can't name a con for the product. Only thing I can think of is sometimes ServiceTitan lags and that can hamper your operations momentarily.

You Don’t Know What You Didn't Know Until You Know

Pleasurable.

Pros

The metric portion of the software allows you to pinpoint concerns with deadly accuracy. On the customer side of the software allows industry leading communication between the office and our clients. This is an extremely brief example of what we love most about the Service Titan software.

Cons

The extensive capabilities of the software could present an overwhelming feeling for the user initially. There are times, while performing certain tasks, that the work flow is not self explanatory and the user must research the proper procedure. If we’re forced to divulge anything that could possibly be perceived as a con, these would be our only concerns.

Best Software for the Home Service Industry

Pros

The automation of work flows previously done by people in the office is amazing. I am continually trying to learn about new features so that we can continue to make our company more lean and make our investment in Service Titan that much more valuable. It truly is a world class software and there is nothing even close to it. Our company has had 4 CRMs in 6 years and we have found our long term home.

Cons

It revealed so many areas where we were lacking and that is uncomfortable to find out about your business. There were many new work flows that we needed to create but it really helped drive our business forward, increased our sales, and is allowing us to run a modern home service business.

Ease of Use Wins

Pros

The thing I like most about this software is how easy it is to use in the field and office. This helps to make easy transitions on adding new features, as well as training new employees. If the software you use is too complicated, it will end up hurting your revenue. This is the opposite with ServiceTitan!

Cons

The thing I like least is because there are so many updates that are being made periodically, this causes malfunctions in the software, which makes it frustrating for our employees and technicians. While having updates are great, the downtime that these glitches cause, can make things very complicated.

Game Changer

After three years of stagnation, our company has grown dramatically since we started using Service Titan. It isn't the magic bullet that has propelled us to success, but it is an integral part of our overall strategy and our success formula.

Pros

Ease of use. New users can get up to speed in a few days instead of weeks like our previous software. Reporting. All the standard reports are vital to running our company, and now that they've created custom reporting we have deep insight into the important aspects of our business.

Cons

Setting up custom reports is the least intuitive part of the software. We usually have to have customer support help us do it... but that's not really a problem since they are super responsive and always willing to help.

Service Titan is the way to go!

Overall, a great experience with Service Titan

Pros

Service Titan is so user friendly and simplistic to use, dispute all of the amazing information it provides, it is perfect for anyone no matter what their ability is with technology.

Cons

I wish it was more Sales friendly for the salesmen at my company and measuring their numbers. But as the name states, Service Titan is great for that all on the service/install end.

Surpassed our revenue goals

We surpassed our company-wide revenue goals in the third quarter of this year. I truly believe that we would not have been able to do this without ServiceTitan. We are able to provide better service to our customers. Phone integration puts the customer's information and service history at our fingertips. Booking confirmation and automatic appointment reminders free upMobile Dispatching allows customers to track the arrival of their technicians. Greensky financing and a good, better, best pricing is helping our technicians sell more in the field. We are better able to manage our maintenance contracts. What's not to love?

Pros

Ease of use, Dashboard Revenue Tracking, Multi-tasking, Customer Experience, ServiceTitan is constantly working to improve and develop the platform. The technical support in resolving issues is easy, fast and responsive.

Cons

Batching and exporting invoices and payments to Quickbooks is cumbersome at best. I wish reporting were more clear and flexible. Even with custom reporting, we sometimes have to run multiple reports to get the information we need.

Office Manager

I don't have a lot of negative things to say about Service Titan, our company as a whole has seen improvements at all levels. We are very happy that we made the jump to Service Titan and look forward to the additional releases.

Pros

We are a growing Plumbing & HVAC company and we were looking for solutions to be more in line with today's digital world. We love the call booking and dispatch notifications to customers. It allows customer's to know exactly when to expect their technician. Our CSR and Dispatch love the incoming call information for existing customer's that pre-populates for them, it allows us to give a personal touch when answering the phone and gives the customer a great experience. Our Service Manager loves the Dashboard and reporting, it allows him to see exactly where the technician's are at throughout the month and allows him to provide coaching when needed to help his teams reach goals. We recently starting using the timesheets within Service Titan as well - this has allowed us to manage our technician's time with ease and the technician's no longer have to try to remember where they were and at what time. There are so many features and we love the fact that Service Titan listens to their Customers/Users and are always working to improve their existing features and adding more features to make their user experience exceptional.

Cons

Follow-Up Section and Memberships need updating, but Service Titan has listened to their users are in the process of providing updates to these features. Payroll/Timesheets needs to be more versitle and needs customization, but again Service Titan is working on this as well.

Game Changer...

Great experience - always helpful. The uptime is very reliable. ST allows my team to focus on the customer it’s very intuitive, logical and simple to use. It’s also a variable cost. As you add tech (rev producers) cost goes up. If you lose a guy you can turn off the cost. Easy, easy easy.

Pros

Service Titan (ST) allow your front like teams (tech, CSR & DSR) a super short learning curve. They are able to comfortably serve the customer with confidence in a few days instead of weeks. Good real time reporting & support.

Cons

There is some holes the reporting, especially projects.
Inventory & inventory controls is a struggle right now but hopefully this being fixed soon.
The bridge with quick books is a little clunky but we still get good overall financials.

A Change to the Future

ServiceTitan has changed the game for us. It has set the bar high and the standards even higher. The on-boarding wasn't the easiest, but that was just because some people can not adapt to change very well. The software itself has helped not only increase our sales, but has allowed us to market and advertise even better by the capabilities of tracking. Things that you would not even think to run a report on are already there at your fingertips. Having the technicians able to run their day is an added bonus and an all around morale booster because they feel responsible and they do not feel like they have to be babysat anymore. The change from paper to tablet has been an amazing added bonus because people right now are advanced with the technology, they want to be able to do everything on their phone, and ServiceTitan allows that. Notifications and reminders alone have been great and have allowed almost a 80% increase in customers actually being home and remembering their appointments. This software is absolutely amazing when it comes to memberships! Tracking, reporting, reminding, and even renewing memberships is a complete game changer with this software. All in all, we have come to the conclusion that if you are not on ServiceTitan, you are really missing out.

Pros

The technology, it will completely set you aside from the rest of the industry. Sending out Bio's, pictures, and the capabilities to track who is coming to your home and when straight from your fingertips is the best satisfaction return from our customers.

Cons

Is this even a question? I think our only complaint is little things that at the end of the day comes down to workflow ways and not so much on ServiceTitan.

Next Level

I believe this has moved our business needle by 15-20%.

Pros

The organization and marketing features have helped us take our business to the next level.

Cons

Being a smaller user I have lost my one direct sucess coach for a team. This makes it much tougher with on-going or reoccuring issues when I don't speak with the same person.

Service Titan Works For Me

We had difficulties getting started with the software, but now that everyone is comfortable with it we are loving ServiceTitan. The customer support is unsurpassed and has made the transition much easier.

Pros

The ease of use with ServiceTitan has been exceptional. The customer contact has been widely appreciated both within the company and externally.

Cons

The scheduling features were a bit difficult to get used to, however, the tools we have learned and started using has made it very user friendly.

Separate yourself from your competition!

We have been on for a year now and there is no way we would go back. Set-up and transition were hard, but well worth it in the end.

Pros

The customer side of this software is a difference maker. The automated appointment reminder texts and emails, the text and emails sent when we dispatch, and the map for our customers to see real time arrival of our plumbers are incredible.

Cons

The only down side we have seen is that the reports and tracking in Service Titan are mainly geared towards a commission based pay system and we do not pay on commission. Even with that we have found ways to get the information we need.

Best software we've found for our business

Overall we are so glad we found Service Titan two years ago. It has improved so much of our business and we can't believe we ever worked without it. The pace of innovation at ST is quick which makes us excited for even more improved features.

Pros

The modern design, full features, mobile app, and great customer service.

Cons

Reporting can be questionable and not adaptable to our business sometimes which means we end up tracking some things outside of Service Titan. Tutorials and training could be easier to access and use.

Makes customer service a breeze!

Everyone in my office and in the field thinks ServiceTitan blows our previous software that we were on for 10 years out of the water! It's easy to use and easy to learn. I love how the software is easy to follow from incoming phone call to invoicing the job.

Pros

Service Titan has given us the ability to track ALL our interactions with a customer. Our old software made it very difficult to track phone calls that didn't result in a booked job. Now, anyone who answers the phone knows exactly what the customer has spoken about with us in the past. Even our techs in the field have all the info our office has!

Cons

I wish the accounting integration with Quickbooks was a little more seamless.

The best software company in the HVAC Industry

Pros

Their support system is amazing, you can always reach someone, customer notifications is a HUGE plus and their customer record design is great.

Cons

There is frequent downtime on the system when Service Titan does updates at night. They are not very customizable to your company specifically.

Opinion from an accounting professional

Service Titan has been a great solution for our company (HVAC 30 employees 5M). Reporting, accounting, and dispatching have all been simplified because of this software. The transition was a bit difficult at first but that was over in a week. Also, ST customer service has been phenomnal. I get on live chats all the time and most issues are resolved promptly.

Pros

The integration of payments in Service Titan and how easily it communicates with accounting software (Quickbooks).

Cons

All adjusting entries for AR have to be done in Service Titan. It was a pain at first but it makes sense. You want Service Titan and accouting software to be as close to one to one as possible.

Way to much for a small company

Pros

We liked the features but for a small company to use it way to much. I think that you shouldn't have to train that hard to use a soft ware. Great product if you can get through the training.

Cons

the training and how the software flowed.

Great for flat rate

Pros

Love the integration with phone lines, great messaging board with technicians, great marketing tracking

Cons

Not good for time and materials billing, multi day jobs require a new job each day and an invoice for each